TaxMama’s Tax Roundtable is a monthly live discussion open to all TaxMama Family Members and above, and all TaxMama’s EA Exam and Solving the Tax Puzzle Students.

Please mark your calendars! It meets at 8:05 am PACIFIC on the third or fourth Thursday of the month (unless there are conflicts) (and dates are subject to change

You are invited!

2015 schedule – Please MARK your calendars:
If you cannot see the links to the replay files, it’s because you need to join:
To view or listen to replays, you must be a TaxMama Family member or a TaxMama EA Exam student)

January 15   – Completed

January 22 – Completed with interesting attachments and tools

February 19 – Completed

March  19 – Completed

April  9 – Completed

May  21 – Completed

June 25 – Completed

July 19 – Completed

August 20 – Completed

September 10 – Completed

October 8 – Completed

November 19

December 17





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Net Operating Losses

July 24, 2015

Today TaxMama® hears from Jean in the TaxQuips Forum, with this problem. “I have a client that hasn’t filed his personal tax returns for 8 years. He is currently under audit, and I am preparing the returns. Can I carryback net operating losses (NOLs) from 2012 to 2010, and forward from 2009 to 2010? Since […]

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IRS Notices

July 7, 2015

Today TaxMama® hears from Paul in the TaxQuips Forum, with this common issue. “I just received a CP2000 Notice from the IRS informing me of $1,900 in proposed taxes due from 2013. (On our joint return, I forgot to include my wife’s 1099 earnings in the amount of $5,100.) This amount due seems high, given […]

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Reasonable Care and RMD

June 15, 2015
Uh oh naughty naughty

Today TaxMama® hears from Sonia in the TaxQuips Forum, who has this quickie question. “I contacted the custodian of my IRA AT 3 PM on 12/31 to request a required minimum distribution (RMD). The transaction ended up being dated 1/1. Will the 50% penalty apply? If so, how can I apply for relief?” photo by:

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Vacation Home Mortgage

April 27, 2015
That eternal mortgage

Today TaxMama® hears from LFloom in the TaxQuips Forum with a very good question. We want to buy a vacation home that will eventually be a retirement home. It is difficult and more expensive to get a loan on this place. So, I want to get a mortgage on my primary home to buy the […]

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Tax Season Blues

April 15, 2015
Overwhelmed by tax records

Today TaxMama® just wants to bring up a little lightness of being. Today is the day to pay last year’s taxes with the extension; estimated taxes for this year, and the final IRA contribution to reduce last year’s taxes a bit. So…it’s time to sing the blues.

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Collecting Social Security Early

April 10, 2015
Collecting Social Security

Today TaxMama® hears from Thom in the TaxQuips Forum with a question I used to wonder about. “I started collecting Social Security benefits at 62. I just started working a few hours a week part time. Why are they still deducting SS from my paycheck, since I am collecting benefits?” photo by:

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Everything You Want to Know About the EA Exam 2015

March 23, 2015
 All  About the EA Exam

The REPLAY of the March 2015 webinar is here! Becoming a knowledgeable tax professional isn’t easy. It takes a lot of dedication, math skills, and the flexibility to keep up with the myriad of tax law changes that take place each year. But it can be done. And TaxMama’s EA Exam Review Course  is the best […]

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Oops Got Another 1099, W-2 etc

March 18, 2015
Yet another mistake

Today TaxMama® hears from various folks in the TaxQuips Forum and elsewhere with another common problem. “I filed my tax return and then got another W-2, 1099, or a corrected 1099 from my brokers. What should I do now?” photo by:

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